Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.59M Sell
34,887
-16,247
-32% -$2.14M 0.05% 147
2025
Q1
$5.36M Sell
51,134
-5,416
-10% -$567K 0.06% 144
2024
Q4
$6.14M Sell
56,550
-31,576
-36% -$3.43M 0.07% 144
2024
Q3
$9.41M Buy
88,126
+8,102
+10% +$865K 0.1% 122
2024
Q2
$7.92M Buy
+80,024
New +$7.92M 0.09% 138